Financial Planning

Financial Planning

Retirement shouldn’t be spent worrying about the “what-ifs,” it should be spent enjoying the “why-nots?” Confident Living is dedicated to helping you plan well for retirement in your own home – safeguarding your personal savings no matter what surprises may come your way.

How it works.

You’ll pay an annual fee which is determined once you’ve customized your plan. Your costs will vary depending on several factors including age, health and plan choice.

Once you are approved, you’ll review available options such as:

Daily benefit for care services

Length of term for care coverage

Cost of living adjustment

Discounts for household memberships

By putting aside money for future care, you can live in the home you love for as long as possible.

What This Means For You:

Peace of mind for your future long-term care expenses.

Preserving your savings and assets.

Immediate access to money when you need it.

No claims process and no waiting for reimbursements.

How prepared are you?

You’ve worked hard to save money so that you can enjoy your retirement. But even with a sound financial plan, a change in your health can result in unexpected care costs.

Aging happens to us all.

Whether you’ll age-or age well-is up to you.

We understand how frustrating it is when aging begins to make life harder, and how important it is to maintain your independence as long as possible. We’re here to be your advocates for worry-free living--on your terms.